Concentio Services
Investment Management
At Concentio Capital Management, we provide fee based advisory services through Fortitude Advisory Group, LLC (an SEC-registered Registered Investment Adviser). We believe our thoughtful approach allows for clear and unbiased understanding of offerings in the investment arena. We fine tune our investment decisions based on a client’s specific financial goals or cash withdrawal needs.
With over two decades of experience in the field, our team is dedicated to observing and interpreting the market for what we see as new opportunities to grow your capital. Our inclusive approach and attention to detail allows us to give our clients the freedom to focus on things that matter to them.
Who We Serve
Concentio Capital focuses on understanding the specific needs of our clients. We believe it is important to understand the financial situations of our clients and provide knowledge and insight that can assist them in achieving their individual financial goals.
We have experience working with:
- Corporate Executives
- Retirement Focused Individuals
- Family Offices and Trusts